|
5126
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$175M
|
+$15.6M
|
+10%
|
4.8%
|
69.6%
|
114
|
23.68%
|
|
|
5127
|
OLIO Financial Planning
Mclean,
Virginia
|
$175M
|
+$6.58M
|
+4%
|
4.48%
|
47.8%
|
49
|
20.41%
|
|
|
5128
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$175M
|
-$7.92M
|
-4%
|
2.42%
|
36.2%
|
103
|
15.53%
|
|
|
5129
|
Libra Wealth
Los Gatos,
California
|
$175M
|
+$19.8M
|
+13%
|
5.45%
|
58.2%
|
38
|
36.84%
|
|
|
5130
|
Asset Planning Services Inc
Covington,
Louisiana
|
$175M
|
-$11.1M
|
-6%
|
0.61%
|
117%
|
47
|
27.66%
|
|
|
5131
|
Braemar Energy Ventures III
New York
|
$174M
|
-$811K
|
-0.5%
|
4.36%
|
–
|
1
|
0%
|
|
|
5132
|
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
|
$174M
|
-$41M
|
-19%
|
17.8%
|
206%
|
89
|
49.44%
|
|
|
5133
|
Briaud Financial Planning
College Station,
Texas
|
$174M
|
-$9.86M
|
-5%
|
2.05%
|
93.1%
|
30
|
20%
|
|
|
5134
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$174M
|
-$14.6M
|
-8%
|
1.32%
|
–
|
144
|
40.97%
|
|
|
5135
|
L2 Asset Management
Wayland,
Massachusetts
|
$174M
|
+$30.7M
|
+21%
|
0.02%
|
128%
|
154
|
37.01%
|
|
|
5136
|
Eudaimonia Advisors
Winchester,
Tennessee
|
$174M
|
+$3.85M
|
+2%
|
0.74%
|
–
|
180
|
18.33%
|
|
|
5137
|
Phraction Management
Colchester,
Connecticut
|
$174M
|
+$8.68M
|
+5%
|
4.74%
|
89.7%
|
79
|
30.38%
|
|
|
5138
|
ICW Investment Advisors
Scottsdale,
Arizona
|
$174M
|
-$5.36M
|
-3%
|
2.81%
|
50.1%
|
135
|
2.96%
|
|
|
5139
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$174M
|
-$21.3M
|
-11%
|
2.75%
|
66%
|
90
|
23.33%
|
|
|
5140
|
AH Equity Partners Bio II
Menlo Park,
California
|
$174M
|
-$18.5M
|
-10%
|
31.1%
|
–
|
4
|
0%
|
|
|
5141
|
Hancock Whitney Investment Services
New Orleans,
Louisiana
|
$173M
|
-$402M
|
-70%
|
4.44%
|
–
|
297
|
80.13%
|
|
|
5142
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$173M
|
+$14.8M
|
+9%
|
6.21%
|
53.5%
|
59
|
15.25%
|
|
|
5143
|
Quantamental Technologies
White Plains,
New York
|
$173M
|
-$24.1M
|
-12%
|
5.65%
|
24.2%
|
602
|
79.4%
|
|
|
5144
|
Kennicott Capital Management
Corte Madera,
California
|
$173M
|
+$7.61M
|
+5%
|
6.54%
|
85.5%
|
47
|
8.51%
|
|
|
5145
|
AREX Capital Management
New York
|
$173M
|
-$49.4M
|
-22%
|
13.3%
|
36.2%
|
24
|
54.17%
|
|
|
5146
|
1776 Wealth
Atlanta,
Georgia
|
$173M
|
-$12.8M
|
-7%
|
6.74%
|
90.4%
|
135
|
13.33%
|
|
|
5147
|
Colonial River Investments
Midlothian,
Virginia
|
$173M
|
-$12.6M
|
-7%
|
2.34%
|
144%
|
238
|
23.53%
|
|
|
5148
|
Blue Door Asset Management
Stamford,
Connecticut
|
$173M
|
+$64.2M
|
+59%
|
9.66%
|
127%
|
32
|
40.63%
|
|
|
5149
|
Everhart Financial Group
Dublin,
Ohio
|
$173M
|
+$7.36M
|
+4%
|
4.48%
|
113%
|
137
|
25.55%
|
|
|
5150
|
Tacita Capital
Toronto,
Ontario, Canada
|
$173M
|
-$2.65M
|
-2%
|
0.69%
|
72.3%
|
212
|
11.32%
|
|